SCHWAB STRATEGIC TRUST - SCHO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 110,717,308 | 2,687,109 | 0.2% | 0.22% | 1 | -11,783,851 | -9.62% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,469,334 | 593,381 | 0.04% | 0.03% | 2 | +3,361,687 | 15.93% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 16,741,000 | 406,304 | 0.37% | 0.45% | 3 | -1,859,555 | -10.0% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,446,985 | 363,242 | 0.08% | 0.11% | 4 | -3,549,871 | -18.69% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,671,554 | 186,188 | 0.05% | 0.05% | 5 | +198,621 | 2.66% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,358,904 | 154,331 | 0.14% | 0.13% | 6 | +331,139 | 5.49% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,104,187 | 99,608 | 0.06% | 0.05% | 7 | +227,884 | 5.88% | Q1 2026 | May 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 3,920,931 | 95,160 | 10.23% | 10.1% | 8 | +250,417 | 6.82% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,409,345 | 82,540 | 0.17% | 0.11% | 9 | +231,762 | 7.29% | Q1 2026 | Apr 08, 2026 |
| STATE STREET CORP | History | No change | 3,100,000 | 75,237 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,978,594 | 72,290 | 0.16% | 0.22% | 11 | -1,098,731 | -26.95% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Added to | 2,755,371 | 66,872 | 2.93% | 3.65% | 12 | +43,767 | 1.61% | Q1 2026 | May 11, 2026 |
| Bangor Savings Bank | History | Added to | 2,576,647 | 62,535 | 5.0% | 4.79% | 13 | +133,105 | 5.45% | Q1 2026 | Apr 01, 2026 |
| LPL Financial LLC | History | Added to | 2,324,640 | 56,419 | 0.01% | 0.01% | 14 | +596,186 | 34.49% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,304,449 | 55,928 | 0.01% | 0.01% | 15 | +146,913 | 6.81% | Q1 2026 | May 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 2,176,741 | 52,829 | 7.01% | 6.72% | 16 | +224,689 | 11.51% | Q1 2026 | Apr 13, 2026 |
| LVW Advisors, LLC | History | Added to | 2,112,985 | 51,282 | 4.89% | 5.12% | 17 | +40,751 | 1.97% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,057,653 | 49,939 | 0.37% | 0.37% | 18 | +168,337 | 8.91% | Q1 2026 | Apr 15, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 1,964,291 | 47,673 | 9.14% | 8.96% | 19 | +26,303 | 1.36% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 1,888,069 | 45,823 | 0.0% | 0.0% | 20 | +354,669 | 23.13% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 1,846,314 | 44,810 | 0.56% | 0.4% | 21 | +523,622 | 39.59% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 1,821,170 | 44,199 | 0.01% | 0.0% | 22 | +702,153 | 62.75% | Q1 2026 | May 05, 2026 |
| FLC Capital Advisors | History | Added to | 1,718,824 | 41,715 | 7.45% | 7.33% | 23 | +89,613 | 5.5% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 1,692,832 | 41,085 | 0.06% | 0.07% | 24 | -417,878 | -19.8% | Q1 2026 | May 15, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,682,861 | 40,843 | 5.23% | 4.77% | 25 | +213,719 | 14.55% | Q1 2026 | Apr 10, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 1,613,491 | 39,159 | 2.42% | 2.48% | 26 | -113,181 | -6.55% | Q1 2026 | May 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 1,544,533 | 37,485 | 2.39% | 3.38% | 27 | -533,280 | -25.67% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,521,242 | 36,920 | 0.28% | 0.17% | 28 | +643,713 | 73.36% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,493,451 | 36,246 | 0.2% | 0.22% | 29 | -237,574 | -13.72% | Q1 2026 | Apr 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 1,457,711 | 35,378 | 2.06% | 2.04% | 30 | +98,635 | 7.26% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,400,381 | 33,987 | 0.05% | 0.05% | 31 | -37,144 | -2.58% | Q1 2026 | May 15, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 1,383,795 | 33,584 | 11.91% | 12.26% | 32 | +2,210 | 0.16% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 1,365,589 | 33,142 | 0.19% | 0.18% | 33 | +102,019 | 8.07% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 1,364,383 | 33,113 | 1.36% | 1.3% | 34 | +79,514 | 6.19% | Q1 2026 | May 12, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 1,241,367 | 30,127 | 11.05% | — | 35 | +1,241,367 | New | Q1 2026 | May 05, 2026 |
| Passive Capital Management, LLC. | History | Added to | 1,234,433 | 29,959 | 8.94% | 8.89% | 36 | +68,149 | 5.84% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | New | 1,208,324 | 29,327 | 0.51% | — | 37 | +1,208,324 | New | Q1 2026 | May 11, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 1,173,541 | 28,481 | 4.31% | 3.85% | 38 | +45,606 | 4.04% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,145,070 | 27,790 | 0.76% | 0.53% | 39 | +296,365 | 34.92% | Q1 2026 | Apr 13, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,101,683 | 26,737 | 1.73% | 1.66% | 40 | +64,464 | 6.22% | Q1 2026 | Apr 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 1,058,171 | 25,681 | 0.73% | 0.75% | 41 | +74,310 | 7.55% | Q1 2026 | Apr 09, 2026 |
| Holcombe Financial, Inc. | History | Added to | 1,029,588 | 24,988 | 14.69% | 14.69% | 42 | +69,726 | 7.26% | Q1 2026 | Apr 20, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 962,850 | 23,368 | 5.36% | 5.21% | 43 | +63,131 | 7.02% | Q1 2026 | Apr 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 886,900 | 21,525 | 1.72% | 1.68% | 44 | +4,262 | 0.48% | Q1 2026 | May 14, 2026 |
| Journey Advisory Group, LLC | History | Added to | 859,892 | 20,869 | 1.78% | 1.63% | 45 | +64,548 | 8.12% | Q1 2026 | May 05, 2026 |
| Courage Miller Partners, LLC | History | Added to | 820,033 | 19,902 | 5.62% | 5.83% | 46 | +25,466 | 3.21% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 804,911 | 19,535 | 0.02% | 0.03% | 47 | -249,561 | -23.67% | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | Added to | 796,357 | 19,327 | 1.52% | 1.28% | 48 | +139,553 | 21.25% | Q1 2026 | Apr 22, 2026 |
| NOVEM GROUP | History | Added to | 790,571 | 19,187 | 2.2% | 2.12% | 49 | +33,051 | 4.36% | Q1 2026 | Apr 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 780,153 | 18,934 | 0.98% | 1.03% | 50 | -10,137 | -1.28% | Q1 2026 | Apr 17, 2026 |
| Fund Evaluation Group, LLC | History | No change | 772,924 | 18,758 | 0.58% | 0.62% | 51 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 761,195 | 18,474 | 0.01% | 0.01% | 52 | -51,322 | -6.32% | Q1 2026 | May 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 753,576 | 18,289 | 1.54% | 1.54% | 53 | -155 | -0.02% | Q1 2026 | Apr 20, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 752,236 | 18,256 | 0.47% | 0.39% | 54 | +133,435 | 21.56% | Q1 2026 | May 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 723,101 | 17,549 | 1.91% | 1.79% | 55 | +25,850 | 3.71% | Q1 2026 | May 05, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 714,088 | 17,330 | 9.03% | 8.35% | 56 | +89,095 | 14.26% | Q1 2026 | Apr 22, 2026 |
| BWM Planning, LLC | History | Added to | 703,664 | 17,077 | 4.5% | 4.1% | 57 | +73,725 | 11.7% | Q1 2026 | Apr 21, 2026 |
| Inspire Investing, LLC | History | Reduced | 689,358 | 16,730 | 1.38% | 1.62% | 58 | -48,376 | -6.56% | Q1 2026 | Apr 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 672,388 | 16,386 | 0.01% | — | 59 | +672,388 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 664,015 | 16,069 | 0.15% | 0.14% | 60 | +130,797 | 24.53% | Q1 2026 | Apr 07, 2026 |
| JPL Wealth Management, LLC | History | Added to | 650,307 | 15,782 | 3.63% | 3.64% | 61 | +37,116 | 6.05% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 642,776 | 15,600 | 0.0% | 0.01% | 62 | -91,583 | -12.47% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 637,834 | 15,480 | 0.49% | 0.53% | 63 | +45,813 | 7.74% | Q1 2026 | May 07, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 628,836 | 15,261 | 0.22% | 0.23% | 64 | +31,986 | 5.36% | Q1 2026 | Apr 10, 2026 |
| Clear Retirement Advice LLC | History | Added to | 598,083 | 14,515 | 11.4% | 11.16% | 65 | +9,432 | 1.6% | Q1 2026 | Apr 28, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 595,497 | 14,452 | 6.89% | 4.49% | 66 | +171,272 | 40.37% | Q1 2026 | Apr 28, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 592,210 | 14,432 | 4.35% | 4.35% | 67 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 581,081 | 14,102 | 0.08% | 0.0% | 68 | +576,027 | 11397.45% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 577,947 | 14,026 | 1.15% | 0.72% | 69 | +230,607 | 66.39% | Q1 2026 | Apr 08, 2026 |
| Prairiewood Capital, LLC | History | Added to | 576,172 | 13,983 | 4.04% | 4.08% | 70 | +36,712 | 6.81% | Q1 2026 | Apr 16, 2026 |
| Marotta Asset Management | History | Reduced | 564,482 | 13,660 | 2.52% | 2.67% | 71 | -28,210 | -4.76% | Q1 2026 | Apr 27, 2026 |
| Vivaldi Capital Management LP | History | Added to | 555,616 | 13,484 | 1.86% | 1.8% | 72 | +12,576 | 2.32% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Reduced | 552,714 | 13,414 | 0.42% | 0.77% | 73 | -132,685 | -19.36% | Q1 2026 | Apr 29, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 549,185 | 13,328 | 2.79% | 2.76% | 74 | +11,492 | 2.14% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 542,653 | 13,170 | 1.81% | 1.75% | 75 | +22,498 | 4.33% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 534,366 | 12,947 | 0.23% | 0.59% | 76 | +17,762 | 3.44% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 532,688 | 12,928 | 0.0% | 0.0% | 77 | +489,399 | 1130.54% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | New | 528,562 | 12,828 | 0.16% | — | 78 | +528,562 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 522,603 | 12,691 | 3.14% | 3.28% | 79 | -71,633 | -12.05% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 519,885 | 12,617 | 0.2% | 0.22% | 80 | -45,241 | -8.01% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 519,253 | 12,602 | 0.0% | 0.0% | 81 | +2,662 | 0.52% | Q1 2026 | May 15, 2026 |
| Arnold Financial Planning LLC | History | Added to | 517,952 | 12,570 | 11.74% | 10.89% | 82 | +84,284 | 19.44% | Q1 2026 | Apr 14, 2026 |
| BARD ASSOCIATES INC | History | Added to | 508,848 | 12,349 | 3.1% | 1.74% | 83 | +231,101 | 83.21% | Q1 2026 | May 07, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 503,560 | 12,221 | 2.25% | 2.17% | 84 | +14,911 | 3.05% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 489,466 | 11,879 | 0.01% | 0.01% | 85 | -9,079 | -1.82% | Q1 2026 | May 14, 2026 |
| TRB Wealth Management, LLC | History | New | 483,780 | 11,741 | 1.67% | — | 86 | +483,780 | New | Q1 2026 | May 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 472,888 | 11,476 | 1.53% | 1.57% | 87 | -9,062 | -1.88% | Q1 2026 | Apr 09, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 472,480 | 11,467 | 1.32% | 0.47% | 88 | +296,433 | 168.38% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 469,086 | 11,385 | 0.02% | 0.01% | 89 | +61,602 | 15.12% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 466,023 | 11,310 | 0.39% | 0.34% | 90 | +52,641 | 12.73% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 451,828 | 10,965 | 0.05% | 0.13% | 91 | -481,123 | -51.57% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 446,991 | 10,848 | 0.02% | 0.01% | 92 | +162,036 | 56.86% | Q1 2026 | May 14, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 438,538 | 10,643 | 6.44% | 7.26% | 93 | -45,426 | -9.39% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 425,562 | 10,328 | 0.22% | 0.22% | 94 | -3,357 | -0.78% | Q1 2026 | May 01, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 422,625 | 10,257 | 3.77% | 3.54% | 95 | +11,782 | 2.87% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 417,951 | 10,143 | 0.03% | 0.03% | 96 | -63,888 | -13.26% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 417,417 | 10,130 | 0.62% | 0.78% | 97 | -249,224 | -37.39% | Q1 2026 | Apr 28, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Added to | 403,061 | 9,782 | 1.03% | 0.73% | 98 | +77,939 | 23.97% | Q1 2026 | Apr 20, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 400,329 | 9,715 | 8.63% | 5.04% | 99 | +135,274 | 51.04% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 399,294 | 9,690 | 0.01% | 0.01% | 100 | -28,508 | -6.66% | Q1 2026 | May 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 397,028 | 9,635 | 2.48% | 2.47% | 101 | +11,866 | 3.08% | Q1 2026 | Apr 09, 2026 |
| Members Advisory Group LLC | History | New | 396,056 | 9,612 | 3.3% | — | 102 | +396,056 | New | Q1 2026 | May 05, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 390,298 | 9,472 | 2.29% | 2.16% | 103 | +23,570 | 6.43% | Q1 2026 | May 05, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 386,884 | 9,389 | 1.68% | 1.69% | 104 | +15,361 | 4.13% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 386,004 | 9,368 | 1.92% | 1.83% | 105 | +23,163 | 6.38% | Q1 2026 | Apr 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 376,100 | 9,127 | 0.18% | 0.15% | 106 | +82,302 | 28.01% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 365,774 | 8,877 | 4.15% | 3.44% | 107 | +67,155 | 22.49% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 351,200 | 8,524 | 0.01% | 0.01% | 108 | +11,440 | 3.37% | Q1 2026 | May 14, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 347,705 | 8,437 | 3.68% | 6.33% | 109 | -201,762 | -36.72% | Q1 2026 | May 12, 2026 |
| Greenline Partners, LLC | History | Added to | 345,210 | 8,378 | 0.9% | 0.89% | 110 | +27,322 | 8.59% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 344,704 | 8,365 | 1.0% | 0.99% | 111 | +26,395 | 8.29% | Q1 2026 | Apr 20, 2026 |
| Roundview Capital LLC | History | Reduced | 339,388 | 8,236 | 0.51% | 0.53% | 112 | -16,568 | -4.65% | Q1 2026 | May 08, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 338,022 | 8,203 | 1.35% | 1.42% | 113 | -989 | -0.29% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 335,587 | 8,144 | 0.53% | 0.58% | 114 | -28,650 | -7.87% | Q1 2026 | Apr 15, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 327,861 | 7,957 | 6.53% | 7.15% | 115 | +13,057 | 4.15% | Q1 2026 | Apr 27, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 317,022 | 7,665 | 1.26% | 1.4% | 116 | -16,602 | -4.98% | Q1 2026 | Apr 07, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 300,682 | 7,297 | 0.98% | 1.01% | 117 | -11,443 | -3.67% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Reduced | 300,579 | 7,295 | 0.01% | 0.01% | 118 | -10,722 | -3.44% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 298,398 | 7,242 | 0.03% | 0.03% | 119 | +51,095 | 20.66% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 297,217 | 7,213 | 0.26% | 0.27% | 120 | -21,633 | -6.78% | Q1 2026 | Apr 14, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 293,361 | 7,119 | 3.14% | 3.01% | 121 | -1,778 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 282,419 | 6,854 | 0.04% | 0.03% | 122 | +118,855 | 72.67% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 278,260 | 6,753 | 0.01% | 0.01% | 123 | +3,983 | 1.45% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 274,670 | 6,666 | 0.18% | 0.15% | 124 | +27,053 | 10.93% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 274,548 | 6,663 | 0.0% | — | 125 | +274,548 | New | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 268,463 | 6,515 | 0.15% | 0.02% | 126 | +242,798 | 946.03% | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | Added to | 268,472 | 6,515 | 3.12% | 2.9% | 127 | +25,098 | 10.31% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 265,574 | 6,445 | 0.0% | 0.0% | 128 | +66,580 | 33.46% | Q1 2026 | May 13, 2026 |
| Red Tortoise LLC | History | Added to | 264,983 | 6,431 | 2.68% | 2.37% | 129 | +35,432 | 15.44% | Q1 2026 | Apr 21, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 264,865 | 6,428 | 0.34% | 0.9% | 130 | -406,247 | -60.53% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 258,450 | 6,272 | 0.05% | 0.04% | 131 | +117,062 | 82.79% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 257,004 | 6,237 | 0.02% | 0.02% | 132 | +16,473 | 6.85% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 249,015 | 6,043 | 0.09% | 0.09% | 133 | +18,451 | 8.0% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 245,030 | 5,946 | 0.09% | 0.06% | 134 | +91,939 | 60.06% | Q1 2026 | Apr 09, 2026 |
| Act Two Investors LLC | History | Reduced | 242,756 | 5,891 | 1.3% | 1.25% | 135 | -43,306 | -15.14% | Q1 2026 | May 08, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 240,649 | 5,840 | 1.07% | 0.71% | 136 | +71,335 | 42.13% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Reduced | 239,922 | 5,830 | 0.09% | 0.13% | 137 | -20,925 | -8.02% | Q1 2026 | Apr 20, 2026 |
| Evensky & Katz LLC | History | Reduced | 232,942 | 5,654 | 0.32% | 0.35% | 138 | -18,883 | -7.5% | Q1 2026 | Apr 22, 2026 |
| Farrow Financial, Inc. | History | Reduced | 230,174 | 5,586 | 3.17% | 3.24% | 139 | -1,206 | -0.52% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Reduced | 229,332 | 5,565 | 0.03% | 0.03% | 140 | -18,300 | -7.39% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 226,802 | 5,504 | 0.04% | 0.04% | 141 | +1,852 | 0.82% | Q1 2026 | Apr 27, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 223,230 | 5,417 | 2.75% | 2.79% | 142 | +28,603 | 14.7% | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | Added to | 222,991 | 5,410 | 2.98% | 2.69% | 143 | +6,354 | 2.93% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 220,544 | 5,352 | 0.17% | 0.18% | 144 | -6,806 | -2.99% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 220,252 | 5,345 | 0.01% | 0.03% | 145 | -625,313 | -73.95% | Q1 2026 | Apr 27, 2026 |
| Valpey Financial Services, LLC | History | Added to | 217,808 | 5,286 | 3.44% | 3.35% | 146 | +2,511 | 1.17% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 216,965 | 5,265 | 0.07% | 0.06% | 147 | +43,403 | 25.01% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 215,761 | 5,236 | 0.14% | 0.0% | 148 | +215,209 | 38987.14% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 212,185 | 5,149 | 1.97% | 2.02% | 149 | +4,300 | 2.07% | Q1 2026 | Apr 21, 2026 |
| MidFirst Bank | History | Added to | 208,991 | 5,072 | 0.42% | 0.38% | 150 | +15,724 | 8.14% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | New | 207,440 | 5,020 | 0.27% | — | 151 | +207,440 | New | Q1 2026 | May 12, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 206,470 | 4,964 | 4.51% | 4.52% | 152 | +2,993 | 1.47% | Q1 2026 | May 07, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 201,936 | 4,900 | 0.16% | 0.17% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 200,452 | 4,864 | 0.72% | 0.89% | 154 | +1,825 | 0.92% | Q1 2026 | Apr 27, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 197,856 | 4,801 | 1.92% | 1.92% | 155 | -3,746 | -1.86% | Q1 2026 | Apr 23, 2026 |
| Sankala Group LLC | History | Added to | 196,609 | 4,761 | 3.89% | 3.78% | 156 | +3,036 | 1.57% | Q1 2026 | Mar 31, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 194,349 | 4,716 | 0.38% | 1.12% | 157 | -357,738 | -64.8% | Q1 2026 | May 13, 2026 |
| Pflug Koory, LLC | History | Added to | 191,515 | 4,648 | 2.13% | 2.12% | 158 | +5,330 | 2.86% | Q1 2026 | Apr 21, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 190,711 | 4,647 | 0.31% | 0.31% | 159 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 190,039 | 4,612 | 0.0% | 0.01% | 160 | -213,033 | -52.85% | Q1 2026 | May 05, 2026 |
| Harrington Investments, INC | History | Added to | 182,594 | 4,431 | 2.33% | 2.22% | 161 | +824 | 0.45% | Q1 2026 | Apr 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 181,762 | 4,411 | 1.89% | 1.81% | 162 | +8,072 | 4.65% | Q1 2026 | Apr 20, 2026 |
| Main Street Group, LTD | History | Reduced | 181,331 | 4,400 | 1.29% | 1.91% | 163 | -45,605 | -20.1% | Q1 2026 | May 06, 2026 |
| American Investment Services, Inc. | History | Added to | 180,905 | 4,390 | 0.98% | 0.92% | 164 | +17,846 | 10.94% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Added to | 176,134 | 4,274 | 0.23% | 0.01% | 165 | +165,827 | 1608.88% | Q1 2026 | May 14, 2026 |
| WNY Asset Management, LLC | History | New | 174,656 | 4,238 | 0.44% | — | 166 | +174,656 | New | Q1 2026 | May 22, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 174,069 | 4,224 | 1.41% | 1.49% | 167 | -9,048 | -4.94% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 170,750 | 4,144 | 0.95% | 0.84% | 168 | +22,393 | 15.09% | Q1 2026 | Apr 09, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 162,087 | 3,933 | 1.29% | 1.18% | 169 | -17,554 | -9.77% | Q1 2026 | Apr 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 153,276 | 3,720 | 0.06% | 0.06% | 170 | +2,963 | 1.97% | Q1 2026 | May 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 152,404 | 3,698 | 2.11% | 1.88% | 171 | +15,866 | 11.62% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 148,256 | 3,598 | 0.24% | 0.25% | 172 | -20,241 | -12.01% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 146,716 | 3,560 | 0.16% | 0.15% | 173 | +14,169 | 10.69% | Q1 2026 | Apr 30, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 145,886 | 3,540 | 2.27% | 0.5% | 174 | +114,416 | 363.57% | Q1 2026 | Apr 21, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 143,112 | 3,473 | 1.44% | 1.48% | 175 | -13,748 | -8.76% | Q1 2026 | Apr 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 140,336 | 3,405 | 0.16% | 0.19% | 176 | -17,865 | -11.29% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 138,213 | 3,354 | 0.04% | 0.03% | 177 | +25,658 | 22.8% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 137,204 | 3,329 | 0.0% | 0.0% | 178 | -10,131 | -6.88% | Q1 2026 | Apr 27, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 135,954 | 3,299 | 0.12% | 0.08% | 179 | +44,257 | 48.26% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 134,838 | 3,272 | 0.03% | 0.03% | 180 | +6,779 | 5.29% | Q1 2026 | May 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 133,466 | 3,239 | 2.02% | 1.86% | 181 | +6,917 | 5.47% | Q1 2026 | Apr 28, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 132,930 | 3,226 | 2.77% | 2.65% | 182 | -3,860 | -2.82% | Q1 2026 | Apr 28, 2026 |
| Cheviot Value Management, LLC | History | Added to | 132,631 | 3,218 | 0.32% | 0.3% | 183 | +7,813 | 6.26% | Q1 2026 | May 12, 2026 |
| Beckerman Institutional, LLC | History | Added to | 131,574 | 3,193 | 1.7% | 1.73% | 184 | +5,104 | 4.04% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Reduced | 129,323 | 3,138 | 0.04% | 0.04% | 185 | -11,746 | -8.33% | Q1 2026 | Apr 16, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 129,000 | 3,130 | 1.73% | 1.19% | 186 | +52,000 | 67.53% | Q1 2026 | May 11, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 128,070 | 3,108 | 0.32% | 0.29% | 187 | +11,837 | 10.18% | Q1 2026 | May 06, 2026 |
| SIMA Wealth Partners, LLC | History | New | 127,906 | 3,104 | 2.36% | — | 188 | +127,906 | New | Q1 2026 | May 15, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 127,704 | 3,099 | 2.92% | 2.96% | 189 | +2,208 | 1.76% | Q1 2026 | May 07, 2026 |
| Investment Research Partners LLC | History | Added to | 127,657 | 3,098 | 1.26% | 1.16% | 190 | +16,500 | 14.84% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Reduced | 126,413 | 3,068 | 0.07% | 0.06% | 191 | -9,537 | -7.02% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 125,986 | 3,057 | 0.04% | 0.04% | 192 | -6,466 | -4.88% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 124,692 | 3,026 | 0.68% | 0.3% | 194 | +72,524 | 139.02% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 124,706 | 3,026 | 0.01% | 0.01% | 193 | -12,038 | -8.8% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 123,734 | 3,003 | 0.09% | 0.03% | 195 | +86,330 | 230.8% | Q1 2026 | Apr 16, 2026 |
| McLean Asset Management Corp | History | Added to | 123,493 | 2,997 | 0.52% | 0.54% | 196 | +636 | 0.52% | Q1 2026 | Apr 22, 2026 |
| ETF Store, Inc. | History | Added to | 122,889 | 2,982 | 2.9% | 2.95% | 197 | +4,131 | 3.48% | Q1 2026 | Apr 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 121,851 | 2,957 | 0.29% | 0.29% | 198 | +3,964 | 3.36% | Q1 2026 | Apr 27, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 121,535 | 2,949 | 0.17% | 0.18% | 199 | -5,973 | -4.68% | Q1 2026 | Apr 30, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 121,068 | 2,938 | 0.09% | 0.09% | 200 | +16 | 0.01% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 120,887 | 2,933 | 0.01% | 0.01% | 201 | +2,314 | 1.95% | Q1 2026 | May 08, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 119,987 | 2,912 | 2.29% | — | 202 | +119,987 | New | Q1 2026 | Apr 16, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 118,555 | 2,877 | 2.43% | 2.45% | 203 | -5,727 | -4.61% | Q1 2026 | Apr 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 118,172 | 2,859 | 0.21% | 0.22% | 204 | -5,223 | -4.23% | Q1 2026 | Apr 27, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 117,799 | 2,858 | 0.51% | 0.5% | 205 | +6,507 | 5.85% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | Reduced | 117,901 | 2,847 | 0.08% | 0.16% | 206 | -34,108 | -22.44% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | Reduced | 115,683 | 2,807 | 1.04% | 1.04% | 207 | -1,988 | -1.69% | Q1 2026 | May 14, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 115,426 | 2,801 | 0.21% | 0.16% | 208 | +18,726 | 19.37% | Q1 2026 | May 13, 2026 |
| North Forty Two & Co. | History | Reduced | 115,406 | 2,800 | 2.59% | 2.66% | 209 | -105 | -0.09% | Q1 2026 | Apr 21, 2026 |
| WT Wealth Management | History | Reduced | 114,619 | 2,781 | 0.83% | 0.85% | 210 | -6,169 | -5.11% | Q1 2026 | Apr 21, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 112,900 | 2,751 | 0.25% | 0.29% | 211 | -2,738 | -2.37% | Q1 2026 | Apr 09, 2026 |
| National Wealth Management Group, LLC | History | Added to | 112,545 | 2,731 | 1.02% | 0.93% | 212 | +2,611 | 2.38% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 112,055 | 2,719 | 0.27% | 0.31% | 213 | +10,505 | 10.34% | Q1 2026 | Apr 06, 2026 |
| GTS SECURITIES LLC | History | New | 110,957 | 2,692 | 0.1% | — | 214 | +110,957 | New | Q1 2026 | May 14, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 108,099 | 2,623 | 2.03% | 2.01% | 215 | -1,463 | -1.34% | Q1 2026 | Apr 20, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 107,406 | 2,606 | 1.44% | 1.15% | 216 | +31,857 | 42.17% | Q1 2026 | Apr 16, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 107,294 | 2,604 | 0.33% | 0.38% | 217 | -13,270 | -11.01% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 107,157 | 2,600 | 0.0% | 0.01% | 218 | -8,786 | -7.58% | Q1 2026 | May 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 106,413 | 2,593 | 1.99% | 1.99% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| XY Planning Network, Inc. | History | Added to | 106,687 | 2,581 | 0.41% | 0.4% | 220 | +13,053 | 13.94% | Q1 2026 | Apr 14, 2026 |
| Elite Financial, Inc. | History | Reduced | 105,828 | 2,568 | 1.15% | 1.21% | 221 | -3,165 | -2.9% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 104,040 | 2,525 | 0.03% | 0.02% | 222 | +21,059 | 25.38% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 103,489 | 2,511 | 0.01% | 0.01% | 223 | -81,036 | -43.92% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 102,855 | 2,490 | 0.0% | 0.0% | 224 | +21,082 | 25.78% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 101,755 | 2,469 | 0.2% | 0.94% | 225 | -303,604 | -74.9% | Q1 2026 | Apr 16, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 100,538 | 2,440 | 0.27% | 0.31% | 226 | -15,712 | -13.52% | Q1 2026 | Apr 16, 2026 |
| Carnegie Investment Counsel | History | Added to | 99,276 | 2,409 | 0.05% | 0.04% | 227 | +3,266 | 3.4% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 99,143 | 2,406 | 0.04% | 0.06% | 228 | -26,421 | -21.04% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 92,219 | 2,238 | 0.37% | 0.33% | 229 | +8,593 | 10.28% | Q1 2026 | Apr 22, 2026 |
| OneAscent Financial Services LLC | History | Added to | 91,936 | 2,231 | 0.12% | 0.17% | 230 | +17,507 | 23.52% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 90,413 | 2,194 | 0.13% | 0.14% | 231 | +2,002 | 2.26% | Q1 2026 | Apr 13, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 87,544 | 2,124 | 0.88% | 0.9% | 232 | -1,658 | -1.86% | Q1 2026 | Apr 15, 2026 |
| Burk Holdings LLC | History | Added to | 85,998 | 2,087 | 0.89% | 0.84% | 233 | +14,113 | 19.63% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 85,262 | 2,077 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pines Wealth Management, LLC | History | Added to | 85,031 | 2,063 | 0.67% | 0.47% | 235 | +24,835 | 41.26% | Q1 2026 | Apr 08, 2026 |
| Bank of Marin | History | Added to | 84,550 | 2,052 | 1.5% | 1.36% | 236 | +3,455 | 4.26% | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 84,422 | 2,048 | 0.53% | 0.64% | 237 | -9,497 | -10.11% | Q1 2026 | May 11, 2026 |
| DMC Group, LLC | History | Added to | 84,157 | 2,042 | 1.38% | 1.35% | 238 | +1,039 | 1.25% | Q1 2026 | Apr 30, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 84,016 | 2,039 | 1.05% | 1.11% | 239 | -1,931 | -2.25% | Q1 2026 | May 13, 2026 |
| First Financial Group Corp | History | Reduced | 83,655 | 2,030 | 1.66% | 1.82% | 240 | -4,130 | -4.7% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 83,800 | 2,025 | 0.0% | 0.0% | 241 | +46,734 | 126.08% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 82,842 | 2,010 | 0.08% | 0.08% | 242 | -9,088 | -9.89% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 82,350 | 1,998 | 0.0% | 0.0% | 243 | +58,709 | 248.34% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Reduced | 81,917 | 1,988 | 0.54% | 0.9% | 244 | -58,258 | -41.56% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 80,670 | 1,957 | 0.0% | 0.0% | 245 | -330 | -0.41% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 80,441 | 1,952 | 0.08% | 0.05% | 246 | +28,349 | 54.42% | Q1 2026 | May 01, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 79,223 | 1,922 | 0.64% | 0.65% | 247 | -2,041 | -2.51% | Q1 2026 | Apr 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 78,413 | 1,903 | 0.16% | 0.16% | 248 | +3,944 | 5.3% | Q1 2026 | Apr 07, 2026 |
| Vise Technologies, Inc. | History | No change | 78,066 | 1,902 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 76,892 | 1,866 | 0.25% | 0.25% | 250 | +1,775 | 2.36% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 76,157 | 1,848 | 0.04% | 0.04% | 251 | +2,713 | 3.69% | Q1 2026 | Apr 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 76,127 | 1,847 | 0.15% | 0.17% | 252 | -1,221 | -1.58% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | New | 75,635 | 1,835 | 0.03% | — | 253 | +75,635 | New | Q1 2026 | Apr 17, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 75,278 | 1,826 | 0.11% | 0.09% | 254 | +11,349 | 17.75% | Q1 2026 | Apr 29, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 73,682 | 1,788 | 1.68% | 1.82% | 255 | -5,388 | -6.81% | Q1 2026 | May 08, 2026 |
| Centurion Wealth Management LLC | History | Added to | 73,500 | 1,783 | 0.4% | 0.33% | 256 | +12,000 | 19.51% | Q1 2026 | Apr 10, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 72,622 | 1,762 | 0.95% | 1.08% | 257 | -6,049 | -7.69% | Q1 2026 | May 15, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 71,514 | 1,735 | 1.22% | 1.44% | 258 | -9,377 | -11.59% | Q1 2026 | May 01, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 71,126 | 1,726 | 1.21% | 1.21% | 259 | +1,513 | 2.17% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Added to | 70,165 | 1,702 | 0.03% | 0.03% | 260 | +444 | 0.64% | Q1 2026 | Apr 16, 2026 |
| Roberts Financial Services LLC | History | Reduced | 68,858 | 1,671 | 0.53% | 1.54% | 261 | -131,896 | -65.7% | Q1 2026 | Apr 15, 2026 |
| Gambit Capital Management, LLC | History | New | 68,808 | 1,669 | 1.15% | — | 262 | +68,808 | New | Q1 2026 | May 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 67,796 | 1,645 | 0.23% | 0.7% | 263 | -132,958 | -66.23% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 67,559 | 1,639 | 0.23% | 0.24% | 264 | -29 | -0.04% | Q1 2026 | Apr 29, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 66,908 | 1,623 | 1.57% | 1.37% | 265 | +8,345 | 14.25% | Q1 2026 | Apr 24, 2026 |
| Team Financial Group, LLC | History | Added to | 64,830 | 1,573 | 0.71% | 0.42% | 266 | +26,694 | 70.0% | Q1 2026 | May 01, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 64,164 | 1,563 | 0.99% | 0.99% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 64,279 | 1,560 | 0.13% | 0.11% | 268 | +14,214 | 28.39% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 63,922 | 1,551 | 0.06% | 0.03% | 269 | +34,676 | 118.57% | Q1 2026 | May 19, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 63,007 | 1,529 | 0.01% | 0.01% | 270 | -1,507 | -2.34% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 62,784 | 1,523 | 0.04% | 0.04% | 271 | +12,033 | 23.71% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 62,271 | 1,511 | 0.02% | 0.01% | 272 | +33,049 | 113.1% | Q1 2026 | May 13, 2026 |
| New Hampshire Trust | History | Added to | 62,244 | 1,510 | 0.3% | 0.25% | 273 | +10,382 | 20.02% | Q1 2026 | Apr 20, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 62,228 | 1,510 | 1.12% | 1.12% | 274 | -770 | -1.22% | Q1 2026 | Apr 16, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 61,315 | 1,488 | 0.76% | 0.53% | 275 | +20,386 | 49.81% | Q1 2026 | May 01, 2026 |
| United Advisor Group, LLC | History | Reduced | 61,071 | 1,482 | 0.18% | 0.21% | 276 | -6,747 | -9.95% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 60,878 | 1,477 | 0.01% | 0.01% | 277 | +1,186 | 1.99% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | New | 59,441 | 1,442 | 0.05% | — | 278 | +59,441 | New | Q1 2026 | Apr 22, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 59,338 | 1,440 | 0.6% | 0.77% | 279 | -15,675 | -20.9% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 58,759 | 1,426 | 0.32% | 0.34% | 280 | -2,289 | -3.75% | Q1 2026 | Apr 27, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 58,244 | 1,413 | 0.38% | 0.39% | 281 | -116 | -0.2% | Q1 2026 | May 12, 2026 |
| Great Waters Wealth Management | History | Reduced | 58,149 | 1,411 | 0.15% | 0.16% | 282 | -863 | -1.46% | Q1 2026 | Apr 17, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 58,081 | 1,409 | 0.56% | 0.47% | 283 | +8,841 | 17.95% | Q1 2026 | Apr 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 56,810 | 1,378 | 0.07% | 0.06% | 284 | +6,580 | 13.1% | Q1 2026 | Apr 15, 2026 |
| Seek First Inc. | History | Reduced | 54,971 | 1,334 | 0.94% | 0.93% | 285 | -563 | -1.01% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 54,710 | 1,327 | 0.02% | 0.02% | 286 | +395 | 0.73% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 54,621 | 1,325 | 0.06% | — | 287 | +54,621 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 52,828 | 1,282 | 0.04% | 0.05% | 288 | -4,876 | -8.45% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 51,387 | 1,246 | 0.0% | — | 289 | +51,387 | New | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 51,261 | 1,244 | 0.09% | 0.09% | 290 | +3,805 | 8.02% | Q1 2026 | May 05, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 51,077 | 1,236 | 0.92% | 1.69% | 291 | -41,429 | -44.79% | Q1 2026 | Apr 10, 2026 |
| Veery Capital, LLC | History | Added to | 50,798 | 1,232 | 0.38% | 0.37% | 292 | +963 | 1.93% | Q1 2026 | Apr 09, 2026 |
| Alliance Wealth Management Group | History | Added to | 50,368 | 1,222 | 0.27% | 0.27% | 293 | +317 | 0.63% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Added to | 50,368 | 1,222 | 0.19% | 0.19% | 294 | +317 | 0.63% | Q1 2026 | May 01, 2026 |
| Orographic Financial Advisors, LLC | History | New | 49,946 | 1,212 | 0.86% | — | 295 | +49,946 | New | Q1 2026 | May 19, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 49,839 | 1,209 | 1.11% | 0.82% | 296 | +9,978 | 25.03% | Q1 2026 | May 05, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 49,647 | 1,203 | 0.07% | 0.07% | 297 | -2,484 | -4.76% | Q1 2026 | Apr 20, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 24,499 | 1,199 | 0.11% | 0.11% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 49,167 | 1,193 | 1.87% | 2.12% | 299 | -3,220 | -6.15% | Q1 2026 | May 04, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 48,844 | 1,185 | 0.27% | 0.25% | 300 | +4,746 | 10.76% | Q1 2026 | Apr 28, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 48,548 | 1,178 | 0.5% | 0.61% | 301 | -10,351 | -17.57% | Q1 2026 | Apr 15, 2026 |
| Avestar Capital, LLC | History | No change | 48,000 | 1,164 | 0.07% | 0.08% | 302 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 47,815 | 1,160 | 0.15% | 0.14% | 303 | +2,633 | 5.83% | Q1 2026 | Apr 27, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 47,777 | 1,159 | 0.17% | 0.21% | 304 | -54,877 | -53.46% | Q1 2026 | Apr 24, 2026 |
| Rede Wealth, LLC | History | Added to | 47,637 | 1,156 | 0.42% | 0.32% | 305 | +9,681 | 25.51% | Q1 2026 | Apr 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 47,559 | 1,154 | 0.66% | 0.6% | 306 | +4,802 | 11.23% | Q1 2026 | May 01, 2026 |
| K2 Financial Inc. | History | Reduced | 47,245 | 1,146 | 0.83% | 0.99% | 307 | -5,434 | -10.32% | Q1 2026 | Apr 28, 2026 |
| Lummis Asset Management, LP | History | Reduced | 46,846 | 1,136 | 0.68% | 0.78% | 308 | -4,934 | -9.53% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 46,776 | 1,135 | 0.06% | 0.06% | 309 | +1,792 | 3.98% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 46,387 | 1,125 | 0.01% | — | 310 | +46,387 | New | Q1 2026 | May 12, 2026 |
| Cumberland Partners Ltd | History | Added to | 46,048 | 1,117 | 0.08% | 0.05% | 311 | +9,702 | 26.69% | Q1 2026 | May 14, 2026 |
| Alteri Wealth LLC | History | Reduced | 46,055 | 1,117 | 0.36% | 0.41% | 312 | -6,349 | -12.12% | Q1 2026 | May 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 45,965 | 1,115 | 0.12% | 0.13% | 313 | -1,649 | -3.46% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 45,465 | 1,103 | 0.58% | 0.7% | 314 | -6,134 | -11.89% | Q1 2026 | May 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 45,434 | 1,102 | 0.75% | 0.86% | 315 | -2,274 | -4.77% | Q1 2026 | Apr 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 45,397 | 1,101 | 0.09% | 0.08% | 316 | +7,594 | 20.09% | Q1 2026 | Apr 15, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 45,281 | 1,098 | 0.46% | 0.43% | 317 | +3,178 | 7.55% | Q1 2026 | Apr 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 45,162 | 1,096 | 0.2% | 0.19% | 318 | +1,427 | 3.26% | Q1 2026 | Apr 07, 2026 |
| WIN ADVISORS, INC | History | Added to | 44,420 | 1,078 | 0.49% | 0.44% | 319 | +1,531 | 3.57% | Q1 2026 | May 01, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 43,961 | 1,066 | 0.18% | 0.18% | 320 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 42,815 | 1,039 | 0.0% | 0.0% | 321 | +21,178 | 97.88% | Q1 2026 | May 01, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 42,600 | 1,038 | 0.46% | 0.46% | 322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 42,625 | 1,034 | 0.07% | 0.06% | 323 | +8,904 | 26.4% | Q1 2026 | May 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 42,581 | 1,033 | 1.02% | 1.2% | 324 | -6,602 | -13.42% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 42,018 | 1,019 | 0.06% | 0.06% | 325 | -1,029 | -2.39% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 41,499 | 1,007 | 0.03% | 0.04% | 326 | -12,455 | -23.08% | Q1 2026 | May 13, 2026 |
| D.B. Root & Company, LLC | History | Added to | 41,527 | 1,007 | 0.24% | 0.21% | 327 | +6,825 | 19.67% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 41,465 | 1,006 | 0.04% | 0.05% | 328 | -1,075 | -2.53% | Q1 2026 | May 12, 2026 |
| JDM Financial Group LLC | History | Reduced | 41,449 | 1,005 | 0.39% | 0.56% | 329 | -18,053 | -30.34% | Q1 2026 | May 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 40,031 | 971 | 0.01% | 0.01% | 330 | -3,384 | -7.79% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 39,897 | 968 | 0.03% | 0.01% | 331 | +30,971 | 346.98% | Q1 2026 | May 06, 2026 |
| LifePlan Financial, LLC | History | Reduced | 39,502 | 958 | 0.71% | 0.76% | 332 | -1,208 | -2.97% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 39,286 | 953 | 0.0% | 0.0% | 333 | -53,366 | -57.6% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 39,114 | 949 | 0.0% | 0.0% | 334 | +28,032 | 252.95% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 39,111 | 949 | 0.03% | 0.05% | 335 | -15,239 | -28.04% | Q1 2026 | May 13, 2026 |
| Fortis Advisors, LLC | History | Reduced | 38,908 | 944 | 0.47% | 1.2% | 336 | -51,944 | -57.17% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 38,741 | 940 | 0.01% | 0.01% | 337 | -2,141 | -5.24% | Q1 2026 | May 12, 2026 |
| Smart Portfolios, LLC | History | No change | 38,430 | 932 | 0.93% | 0.93% | 338 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McCartney Wealth Management LLC | History | Added to | 37,843 | 918 | 0.77% | 0.8% | 339 | +1 | 0.0% | Q1 2026 | May 11, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 37,535 | 910 | 0.53% | 0.51% | 340 | +2,099 | 5.92% | Q1 2026 | May 13, 2026 |
| Family Investment Center, Inc. | History | Added to | 37,007 | 898 | 0.17% | 0.18% | 341 | +155 | 0.42% | Q1 2026 | Apr 24, 2026 |
| BDFS Capital LLC | History | Added to | 36,949 | 896 | 0.43% | 0.44% | 342 | +832 | 2.3% | Q1 2026 | Apr 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 36,712 | 890 | 0.03% | 0.03% | 343 | -70 | -0.19% | Q1 2026 | Apr 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 35,979 | 873 | 0.01% | 0.02% | 344 | -15,365 | -29.93% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS | History | Added to | 35,872 | 870 | 0.03% | 0.02% | 345 | +4,418 | 14.05% | Q1 2026 | May 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 35,831 | 869 | 0.11% | — | 346 | +35,831 | New | Q1 2026 | Apr 16, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 35,658 | 865 | 0.26% | 0.26% | 347 | +77 | 0.22% | Q1 2026 | May 05, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 35,625 | 863 | 0.1% | 0.13% | 348 | -3,314 | -8.51% | Q1 2026 | May 12, 2026 |
| Downshift Financial, LLC | History | Added to | 35,535 | 861 | 0.45% | 0.48% | 349 | +3,697 | 11.61% | Q1 2026 | Apr 29, 2026 |
| Trevian Wealth Management LLC | History | Reduced | 35,351 | 857 | 0.42% | 0.9% | 350 | -42,624 | -54.66% | Q1 2026 | Apr 21, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 35,145 | 852 | 0.84% | 0.88% | 351 | -8,027 | -18.59% | Q1 2026 | May 12, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 35,086 | 851 | 0.55% | 0.55% | 352 | +1,402 | 4.16% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 34,169 | 829 | 0.0% | 0.0% | 354 | +25,802 | 308.38% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 34,167 | 829 | 0.33% | 0.28% | 353 | +5,894 | 20.85% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | New | 34,135 | 828 | 0.03% | — | 355 | +34,135 | New | Q1 2026 | Apr 20, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 34,000 | 825 | 0.23% | 0.29% | 356 | -4,000 | -10.53% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Reduced | 33,288 | 807 | 0.0% | 0.0% | 357 | -1,173 | -3.4% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 32,780 | 795 | 0.01% | 0.01% | 358 | -5,276 | -13.86% | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | No change | 32,757 | 795 | 0.15% | 0.15% | 359 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rossby Financial, LCC | History | Added to | 32,576 | 788 | 0.16% | 0.0% | 360 | +32,512 | 50800.0% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 32,270 | 783 | 0.0% | 0.0% | 361 | -1,048 | -3.15% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 32,013 | 776 | 0.08% | 0.03% | 363 | +20,200 | 171.0% | Q1 2026 | Apr 29, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 32,004 | 776 | 0.41% | 0.41% | 362 | +534 | 1.7% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 31,910 | 774 | 0.09% | 0.03% | 364 | +19,949 | 166.78% | Q1 2026 | May 05, 2026 |
| ALTFEST L J & CO INC | History | Added to | 31,463 | 763 | 0.08% | 0.08% | 365 | +1,152 | 3.8% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 31,373 | 761 | 0.05% | 0.07% | 366 | -12,919 | -29.17% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 31,157 | 756 | 0.0% | — | 368 | +31,157 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 31,138 | 756 | 0.01% | 0.0% | 367 | +11,098 | 55.38% | Q1 2026 | Apr 07, 2026 |
| VanderPol Investments L.L.C. | History | No change | 30,910 | 753 | 1.31% | 1.31% | 369 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 30,900 | 749 | 0.29% | 0.3% | 370 | -100 | -0.32% | Q1 2026 | Apr 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 30,795 | 747 | 0.06% | 0.04% | 371 | +12,225 | 65.83% | Q1 2026 | Apr 30, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 30,387 | 737 | 0.6% | 0.73% | 372 | -5,991 | -16.47% | Q1 2026 | May 04, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 30,018 | 728 | 0.24% | 0.36% | 373 | +152 | 0.51% | Q1 2026 | Apr 20, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 29,910 | 725 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 29,546 | 717 | 0.41% | 0.41% | 375 | -92 | -0.31% | Q1 2026 | Apr 22, 2026 |
| First County Bank /CT/ | History | Added to | 29,330 | 711 | 0.38% | 0.2% | 376 | +13,349 | 83.53% | Q1 2026 | Apr 03, 2026 |
| UMB Bank, n.a. | History | Reduced | 29,142 | 707 | 0.01% | 0.01% | 377 | -3,667 | -11.18% | Q1 2026 | May 11, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 29,141 | 707 | 0.21% | 0.23% | 378 | -2,558 | -8.07% | Q1 2026 | Apr 22, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 29,147 | 705 | 0.01% | 0.02% | 379 | +774 | 2.73% | Q1 2026 | May 11, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 28,913 | 701 | 0.1% | 0.1% | 381 | -842 | -2.83% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 28,899 | 701 | 0.05% | 0.05% | 380 | -564 | -1.91% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,859 | 700 | 0.0% | 0.0% | 382 | +28,319 | 5244.26% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 28,633 | 694 | 0.01% | 0.03% | 383 | -37,196 | -56.5% | Q1 2026 | May 15, 2026 |
| Traub Capital Management LLC | History | Reduced | 28,397 | 689 | 0.68% | 0.67% | 384 | -15 | -0.05% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 28,144 | 683 | 0.04% | 0.05% | 385 | -6,775 | -19.4% | Q1 2026 | Apr 30, 2026 |
| Stonekeep Investments, LLC | History | Added to | 27,884 | 676 | 0.44% | 0.34% | 386 | +6,326 | 29.34% | Q1 2026 | Apr 07, 2026 |
| Vident Advisory, LLC | History | Reduced | 27,667 | 671 | 0.01% | 0.01% | 388 | -16,999 | -38.06% | Q1 2026 | May 14, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Added to | 27,650 | 671 | 0.07% | 0.06% | 387 | +4,100 | 17.41% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 27,576 | 669 | 0.01% | 0.01% | 389 | +181 | 0.66% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 27,487 | 667 | 0.01% | 0.01% | 391 | -639 | -2.27% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 27,380 | 667 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 27,465 | 666 | 0.1% | 0.13% | 392 | -1,070 | -3.75% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,316 | 662 | 0.0% | 0.0% | 393 | +5,558 | 25.54% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 27,134 | 658 | 0.0% | 0.0% | 394 | -5,368 | -16.52% | Q1 2026 | Apr 30, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 27,121 | 658 | 0.13% | 0.13% | 395 | -1,749 | -6.06% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,108 | 657 | 0.01% | 0.01% | 396 | +1,216 | 4.7% | Q1 2026 | May 15, 2026 |
| Stewardship Advisors, LLC | History | Added to | 26,965 | 654 | 0.15% | 0.14% | 397 | +1,308 | 5.1% | Q1 2026 | Apr 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 26,740 | 648 | 0.16% | 0.17% | 398 | +1,580 | 6.28% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,675 | 647 | 0.0% | 0.0% | 399 | -17,549 | -39.68% | Q1 2026 | Apr 30, 2026 |
| Vantage Financial Partners, LLC | History | No change | 26,512 | 646 | 0.13% | 0.13% | 400 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 26,138 | 632 | 0.24% | 0.25% | 401 | -221 | -0.84% | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | Reduced | 25,942 | 629 | 0.01% | 0.36% | 402 | -1,376,942 | -98.15% | Q1 2026 | May 11, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 25,773 | 625 | 0.13% | 0.13% | 403 | -69 | -0.27% | Q1 2026 | Apr 23, 2026 |
| Three Seasons Wealth, LLC | History | New | 25,609 | 621 | 0.24% | — | 404 | +25,609 | New | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 25,602 | 620 | 0.07% | 0.12% | 405 | -11,710 | -31.38% | Q1 2026 | Apr 22, 2026 |
| Planned Solutions, Inc. | History | Reduced | 25,465 | 618 | 0.2% | 0.2% | 406 | -231 | -0.9% | Q1 2026 | Apr 09, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 25,272 | 613 | 0.17% | 0.17% | 407 | -13 | -0.05% | Q1 2026 | Apr 14, 2026 |
| BCS Wealth Management | History | Reduced | 25,233 | 612 | 0.12% | 0.12% | 408 | -25,213 | -49.98% | Q1 2026 | Apr 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 24,935 | 607 | 0.05% | 0.05% | 409 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 24,824 | 602 | 0.02% | 0.04% | 410 | -26,506 | -51.64% | Q1 2026 | Apr 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 24,485 | 594 | 0.1% | 0.11% | 411 | -1,189 | -4.63% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 24,462 | 593 | 0.03% | 0.04% | 412 | +10,740 | 78.27% | Q1 2026 | Apr 22, 2026 |
| Snowden Capital Advisors LLC | History | New | 24,365 | 591 | 0.02% | — | 413 | +24,365 | New | Q1 2026 | May 14, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 24,256 | 588 | 0.38% | 0.27% | 414 | +6,434 | 36.1% | Q1 2026 | Apr 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 23,744 | 576 | 0.01% | 0.01% | 415 | +153 | 0.65% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 23,695 | 574 | 0.01% | 0.01% | 416 | +66 | 0.28% | Q1 2026 | May 04, 2026 |
| Brucke Financial, Inc. | History | Added to | 23,581 | 572 | 0.29% | 0.28% | 417 | +2,577 | 12.27% | Q1 2026 | Apr 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 23,498 | 570 | 0.0% | — | 418 | +23,498 | New | Q1 2026 | May 01, 2026 |
| MONECO ADVISORS, LLC | History | New | 23,298 | 565 | 0.04% | — | 419 | +23,298 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 23,192 | 562 | 0.01% | 0.0% | 420 | +11,718 | 102.13% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 23,064 | 559 | 0.01% | 0.01% | 421 | +327 | 1.44% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,606 | 549 | 0.0% | 0.0% | 422 | +4,269 | 23.28% | Q1 2026 | Apr 22, 2026 |
| HC Advisors, LLC | History | Added to | 22,506 | 546 | 0.37% | 0.33% | 423 | +2,845 | 14.47% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 22,440 | 544 | 0.0% | 0.0% | 424 | -211,671 | -90.41% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 22,606 | 541 | 0.0% | 0.0% | 425 | +11,601 | 105.42% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 22,244 | 539 | 0.16% | 0.16% | 426 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| Unify Financial Advisors | History | Added to | 22,044 | 535 | 0.56% | 0.54% | 427 | +571 | 2.66% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 21,552 | 523 | 0.04% | 0.05% | 428 | -4,505 | -17.29% | Q1 2026 | May 15, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 21,360 | 518 | 0.06% | 0.07% | 429 | -1,512 | -6.61% | Q1 2026 | May 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 20,926 | 507 | 0.07% | 0.2% | 430 | -35,481 | -62.9% | Q1 2026 | May 13, 2026 |
| Blossom Wealth Management | History | Added to | 20,929 | 507 | 0.75% | 0.82% | 431 | +643 | 3.17% | Q1 2026 | Apr 28, 2026 |
| First Affirmative Financial Network | History | New | 20,800 | 504 | 0.2% | — | 432 | +20,800 | New | Q1 2026 | May 11, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 20,695 | 502 | 0.19% | 0.19% | 433 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 20,419 | 495 | 0.03% | 0.04% | 434 | -7,927 | -27.97% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 20,284 | 492 | 0.0% | 0.01% | 435 | +1,669 | 8.97% | Q1 2026 | May 06, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 20,058 | 486 | 0.07% | 0.08% | 436 | -2,872 | -12.53% | Q1 2026 | Apr 20, 2026 |
| REDW Wealth LLC | History | No change | 19,959 | 484 | 0.19% | 0.19% | 437 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 19,859 | 481 | 0.01% | 0.01% | 438 | -10,324 | -34.2% | Q1 2026 | May 05, 2026 |
| EJMK Ventures LLC | History | Reduced | 19,767 | 479 | 0.27% | 0.4% | 440 | -6,866 | -25.78% | Q1 2026 | Apr 24, 2026 |
| Advisor Resource Council | History | Added to | 19,773 | 479 | 0.15% | 0.14% | 439 | +3,418 | 20.9% | Q1 2026 | May 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 19,402 | 470 | 0.0% | 0.0% | 441 | -3,586 | -15.6% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,381 | 470 | 0.03% | 0.03% | 442 | +125 | 0.65% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,304 | 468 | 0.0% | 0.01% | 443 | -48,440 | -71.5% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 19,167 | 465 | 0.01% | 0.01% | 444 | -7,729 | -28.74% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 18,956 | 460 | 0.01% | 0.01% | 446 | -5,307 | -21.87% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 18,969 | 460 | 0.01% | 0.01% | 445 | +206 | 1.1% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 18,870 | 457 | 0.14% | 0.14% | 447 | -292 | -1.52% | Q1 2026 | Apr 20, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 18,818 | 456 | 0.22% | 0.21% | 449 | +1,636 | 9.52% | Q1 2026 | May 01, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 18,796 | 456 | 0.31% | 0.31% | 448 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avant Financial Advisors LLC | History | No change | 18,742 | 454 | 0.32% | 0.33% | 450 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 18,585 | 451 | 0.3% | 0.3% | 451 | -39 | -0.21% | Q1 2026 | Apr 17, 2026 |
| Lumbard & Kellner, LLC | History | Reduced | 18,530 | 449 | 0.16% | 0.3% | 452 | -16,434 | -47.0% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 18,378 | 446 | 0.0% | 0.0% | 453 | -868 | -4.51% | Q1 2026 | May 13, 2026 |
| Tactive Advisors, LLC | History | Added to | 18,249 | 442 | 0.12% | 0.13% | 454 | +484 | 2.72% | Q1 2026 | Apr 16, 2026 |
| Somerset Group LLC | History | Reduced | 18,090 | 439 | 0.33% | 0.34% | 455 | -244 | -1.33% | Q1 2026 | May 13, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 17,960 | 435 | 0.21% | 0.22% | 456 | -32 | -0.18% | Q1 2026 | Apr 08, 2026 |
| Signet Investment Advisory Group, Inc. | History | Added to | 17,831 | 432 | 0.2% | 0.2% | 457 | +225 | 1.28% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 17,816 | 431 | 0.01% | 0.01% | 458 | +1,235 | 7.45% | Q1 2026 | May 06, 2026 |
| Signal Advisors Wealth, LLC | History | New | 17,533 | 425 | 0.03% | — | 459 | +17,533 | New | Q1 2026 | Apr 17, 2026 |
| Keystone Global Partners, LLC | History | New | 17,322 | 420 | 0.19% | — | 460 | +17,322 | New | Q1 2026 | Apr 24, 2026 |
| Trek Financial, LLC | History | New | 17,240 | 418 | 0.02% | — | 462 | +17,240 | New | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 17,229 | 418 | 0.04% | 0.04% | 461 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 17,220 | 417 | 0.04% | 0.05% | 463 | -2,302 | -11.79% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Reduced | 17,127 | 415 | 0.0% | 0.01% | 464 | -259,210 | -93.8% | Q1 2026 | May 06, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 16,861 | 409 | 0.05% | 0.05% | 465 | -83 | -0.49% | Q1 2026 | May 11, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 16,823 | 408 | 0.35% | 0.38% | 466 | -812 | -4.6% | Q1 2026 | Apr 23, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 16,683 | 404 | 0.09% | 0.09% | 467 | -163 | -0.97% | Q1 2026 | May 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 16,134 | 391 | 0.01% | 0.01% | 468 | +1,060 | 7.03% | Q1 2026 | May 11, 2026 |
| Perissos Private Wealth Management, LLC | History | New | 15,817 | 383 | 0.33% | — | 470 | +15,817 | New | Q1 2026 | May 07, 2026 |
| RFP Financial Group LLC | History | New | 15,798 | 383 | 0.21% | — | 469 | +15,798 | New | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 15,728 | 381 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 15,673 | 380 | 0.01% | 0.01% | 472 | -806 | -4.89% | Q1 2026 | May 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,588 | 378 | 0.0% | 0.0% | 473 | -6,118 | -28.19% | Q1 2026 | May 08, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 15,609 | 378 | 0.15% | 0.16% | 474 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 15,359 | 372 | 0.01% | 0.02% | 475 | -5,371 | -25.91% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 15,359 | 372 | 0.05% | 0.07% | 476 | -5,371 | -25.91% | Q1 2026 | Apr 28, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 15,238 | 369 | 0.31% | 0.28% | 477 | +1,344 | 9.67% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,125 | 367 | 0.04% | 0.1% | 478 | -19,306 | -56.07% | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 15,115 | 366 | 0.05% | — | 479 | +15,115 | New | Q1 2026 | Apr 13, 2026 |
| Meadowbrook Wealth Management, LLC | History | New | 15,013 | 364 | 0.48% | — | 482 | +15,013 | New | Q1 2026 | Apr 14, 2026 |
| WESBANCO BANK INC | History | Added to | 15,000 | 364 | 0.01% | 0.01% | 480 | +6,280 | 72.02% | Q1 2026 | Apr 21, 2026 |
| Ceeto Capital Group, LLC | History | No change | 15,000 | 364 | 0.11% | 0.11% | 481 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Adelphi Trust Co | History | New | 14,990 | 363 | 0.3% | — | 483 | +14,990 | New | Q1 2026 | Apr 01, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 14,909 | 361 | 0.01% | 0.01% | 484 | +89 | 0.6% | Q1 2026 | Apr 15, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 14,870 | 360 | 0.13% | 0.07% | 486 | +6,507 | 77.81% | Q1 2026 | May 04, 2026 |
| Enclave Advisors LLC | History | Reduced | 14,846 | 360 | 0.05% | 0.06% | 485 | -1,445 | -8.87% | Q1 2026 | Apr 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 14,784 | 359 | 0.01% | 0.01% | 487 | -3,850 | -20.66% | Q1 2026 | Apr 21, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 14,820 | 359 | 0.15% | 0.15% | 488 | -11 | -0.07% | Q1 2026 | Apr 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 14,789 | 358 | 0.1% | 0.11% | 489 | -298 | -1.98% | Q1 2026 | May 05, 2026 |
| Empirical Asset Management, LLC | History | Added to | 14,740 | 357 | 0.09% | 0.1% | 491 | +93 | 0.63% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 14,748 | 357 | 0.02% | 0.02% | 490 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 14,524 | 352 | 0.0% | 0.0% | 492 | +4,657 | 47.2% | Q1 2026 | May 15, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 14,300 | 347 | 0.19% | 0.2% | 493 | -400 | -2.72% | Q1 2026 | Apr 28, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 14,320 | 347 | 0.16% | 0.16% | 494 | +5 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 14,192 | 344 | 0.11% | 0.12% | 495 | +107 | 0.76% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 14,202 | 344 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 13,842 | 335 | 0.04% | 0.04% | 497 | -967 | -6.53% | Q1 2026 | May 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 13,833 | 335 | 0.15% | 0.15% | 498 | +89 | 0.65% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 13,491 | 327 | 0.04% | 0.08% | 499 | -11,556 | -46.14% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | No change | 13,439 | 326 | 0.03% | 0.03% | 500 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 13,070 | 317 | 0.1% | 0.07% | 501 | +3,381 | 34.9% | Q1 2026 | May 06, 2026 |
| Friedenthal Financial | History | Added to | 13,038 | 316 | 0.16% | 0.15% | 502 | +665 | 5.37% | Q1 2026 | Apr 20, 2026 |
| Kilner Capital Advisors, LLC | History | Added to | 12,911 | 313 | 0.3% | 0.27% | 505 | +1,320 | 11.39% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 12,910 | 313 | 0.01% | 0.01% | 504 | -82 | -0.63% | Q1 2026 | May 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 12,875 | 313 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empower Advisory Group, LLC | History | New | 12,698 | 308 | 0.0% | — | 506 | +12,698 | New | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 12,665 | 307 | 0.01% | 0.01% | 507 | +382 | 3.11% | Q1 2026 | Apr 15, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 12,533 | 304 | 0.08% | 0.09% | 508 | -910 | -6.77% | Q1 2026 | Apr 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 12,242 | 298 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RB Capital Management, LLC | History | New | 12,245 | 297 | 0.06% | — | 510 | +12,245 | New | Q1 2026 | May 14, 2026 |
| Brewster Financial Planning LLC | History | No change | 12,005 | 291 | 0.18% | 0.18% | 511 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 11,976 | 290 | 0.09% | 0.07% | 512 | +1,979 | 19.8% | Q1 2026 | Apr 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 11,914 | 289 | 0.03% | 0.03% | 513 | +4 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Fairman Group, LLC | History | No change | 11,925 | 289 | 0.25% | 0.23% | 514 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 11,914 | 289 | 0.17% | 0.18% | 515 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 11,863 | 287 | 0.19% | 0.28% | 516 | -5,231 | -30.6% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | No change | 11,724 | 284 | 0.11% | 0.12% | 517 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 11,373 | 276 | 0.07% | 0.1% | 518 | -4,576 | -28.69% | Q1 2026 | Apr 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 11,350 | 275 | 0.18% | 0.15% | 519 | +1,850 | 19.47% | Q1 2026 | Apr 24, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 11,275 | 273 | 0.01% | — | 520 | +11,275 | New | Q1 2026 | Apr 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,108 | 269 | 0.01% | 0.0% | 521 | +10,971 | 8008.03% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 11,064 | 268 | 0.0% | 0.0% | 522 | +7,449 | 206.06% | Q1 2026 | May 15, 2026 |
| Avail Investment Partners, LLC | History | New | 10,667 | 259 | 0.28% | — | 523 | +10,667 | New | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 10,626 | 257 | 0.1% | 0.11% | 524 | -641 | -5.69% | Q1 2026 | Apr 17, 2026 |
| Core Wealth Partners LLC | History | No change | 10,626 | 257 | 0.12% | 0.12% | 525 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Zullo Investment Group, Inc. | History | No change | 10,559 | 256 | 0.1% | 0.09% | 526 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 10,450 | 253 | 0.1% | 0.1% | 527 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cedarwood Wealth LLC | History | No change | 10,442 | 253 | 0.26% | 0.28% | 528 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 10,385 | 251 | 0.13% | 0.17% | 529 | -564 | -5.15% | Q1 2026 | May 18, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 10,305 | 250 | 0.1% | 0.11% | 531 | -509 | -4.71% | Q1 2026 | Apr 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 10,335 | 250 | 0.0% | 0.0% | 530 | +342 | 3.42% | Q1 2026 | May 12, 2026 |
| Tradewinds, LLC. | History | New | 10,268 | 248 | 0.08% | — | 533 | +10,268 | New | Q1 2026 | May 04, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 10,241 | 248 | 0.07% | 0.07% | 532 | +55 | 0.54% | Q1 2026 | May 12, 2026 |
| Stablepoint Partners, LLC | History | New | 10,059 | 244 | 0.04% | — | 535 | +10,059 | New | Q1 2026 | Apr 30, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 10,066 | 244 | 0.06% | 0.05% | 534 | +155 | 1.56% | Q1 2026 | May 13, 2026 |
| Wellington Shields Capital Management, LLC | History | New | 10,000 | 242 | 0.04% | — | 538 | +10,000 | New | Q1 2026 | May 04, 2026 |
| Aull & Monroe Investment Management Corp | History | Reduced | 9,986 | 242 | 0.11% | 0.13% | 536 | -330 | -3.2% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 10,000 | 242 | 0.11% | 0.11% | 537 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 9,819 | 238 | 0.04% | 0.04% | 539 | -330 | -3.25% | Q1 2026 | Apr 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,762 | 236 | 0.03% | 0.04% | 540 | +197 | 2.06% | Q1 2026 | May 08, 2026 |
| HORAN Wealth, LLC | History | New | 9,666 | 235 | 0.02% | — | 542 | +9,666 | New | Q1 2026 | May 08, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 9,701 | 235 | 0.17% | 0.18% | 541 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Eagle Bay Advisors LLC | History | New | 9,576 | 232 | 0.2% | — | 543 | +9,576 | New | Q1 2026 | Apr 24, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 9,473 | 229 | 0.11% | 0.17% | 544 | -4,908 | -34.13% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | New | 9,422 | 228 | 0.05% | — | 547 | +9,422 | New | Q1 2026 | May 01, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 9,426 | 228 | 0.04% | 0.04% | 545 | +986 | 11.68% | Q1 2026 | May 01, 2026 |
| MYECFO, LLC | History | Added to | 9,413 | 228 | 0.1% | 0.09% | 546 | +650 | 7.42% | Q1 2026 | Apr 07, 2026 |
| Lynx Investment Advisory | History | Reduced | 9,291 | 225 | 0.11% | 0.15% | 548 | -1,972 | -17.51% | Q1 2026 | Apr 24, 2026 |
| Advisor OS, LLC | History | Added to | 9,209 | 223 | 0.02% | 0.02% | 549 | +31 | 0.34% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 9,212 | 223 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | Reduced | 9,172 | 222 | 0.01% | 0.03% | 551 | -7,575 | -45.23% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 9,149 | 222 | 0.0% | 0.0% | 552 | +1,183 | 14.85% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 9,071 | 220 | 0.0% | 0.01% | 554 | -2,302 | -20.24% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,075 | 220 | 0.0% | 0.0% | 553 | -2,178 | -19.35% | Q1 2026 | May 06, 2026 |
| Destination Wealth Management | History | New | 9,030 | 219 | 0.01% | — | 556 | +9,030 | New | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 9,053 | 219 | 0.16% | 0.17% | 555 | -259 | -2.78% | Q1 2026 | Apr 29, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,899 | 215 | 0.03% | 0.04% | 558 | -486 | -5.18% | Q1 2026 | Apr 16, 2026 |
| Blume Capital Management, Inc. | History | No change | 8,898 | 215 | 0.04% | 0.04% | 557 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 8,857 | 214 | 0.01% | 0.01% | 559 | -9,609 | -52.04% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | New | 8,742 | 212 | 0.0% | — | 560 | +8,742 | New | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 8,717 | 211 | 0.01% | 0.01% | 561 | -1,194 | -12.05% | Q1 2026 | May 05, 2026 |
| United Financial Planning Group LLC | History | Added to | 8,646 | 209 | 0.12% | 0.0% | 562 | +8,499 | 5781.63% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 8,510 | 206 | 0.03% | 0.03% | 564 | +250 | 3.03% | Q1 2026 | May 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 8,500 | 206 | 0.02% | 0.02% | 563 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 8,459 | 205 | 0.01% | 0.01% | 566 | -349 | -3.96% | Q1 2026 | Apr 20, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 8,413 | 205 | 0.15% | 0.15% | 565 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Carrera Capital Advisors | History | New | 8,428 | 204 | 0.03% | — | 568 | +8,428 | New | Q1 2026 | May 04, 2026 |
| Gibbs Wealth Management | History | New | 8,411 | 204 | 0.03% | — | 569 | +8,411 | New | Q1 2026 | May 13, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 8,433 | 204 | 0.12% | 0.19% | 567 | -3,788 | -31.0% | Q1 2026 | May 11, 2026 |
| Pine Haven Investment Counsel, Inc | History | New | 8,386 | 203 | 0.15% | — | 570 | +8,386 | New | Q1 2026 | Apr 16, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 8,357 | 202 | 0.01% | 0.02% | 572 | -1,226 | -12.79% | Q1 2026 | Apr 27, 2026 |
| Firestone Capital Management | History | Reduced | 8,345 | 202 | 0.04% | 0.04% | 571 | -332 | -3.83% | Q1 2026 | May 08, 2026 |
| TPG Advisors LLC | History | Added to | 8,312 | 201 | 0.13% | 0.13% | 573 | +23 | 0.28% | Q1 2026 | Apr 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 8,262 | 200 | 0.02% | 0.02% | 574 | -3 | -0.04% | Q1 2026 | Apr 22, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 7,886 | 191 | 0.12% | 0.13% | 575 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 7,048 | 171 | 0.02% | 0.02% | 576 | -580 | -7.6% | Q1 2026 | Apr 16, 2026 |
| Daytona Street Capital LLC | History | No change | 6,943 | 168 | 0.13% | 0.13% | 577 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 6,420 | 155 | 0.03% | 0.03% | 578 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 6,299 | 152 | 0.1% | 0.1% | 579 | +40 | 0.64% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,648 | 137 | 0.0% | 0.0% | 580 | -164 | -2.82% | Q1 2026 | May 14, 2026 |
| SRH ADVISORS, LLC | History | No change | 5,640 | 136 | 0.04% | 0.04% | 581 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,462 | 132 | 0.0% | 0.0% | 582 | +274 | 5.28% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 5,234 | 127 | 0.0% | 0.0% | 583 | +125 | 2.45% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | Reduced | 4,960 | 120 | 0.07% | 0.13% | 584 | -2,352 | -32.17% | Q1 2026 | Apr 07, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 21,953 | 118 | 0.0% | 0.0% | 585 | +7,450 | 51.37% | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 4,787 | 116 | 0.04% | 0.05% | 586 | -586 | -10.91% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,739 | 115 | 0.0% | 0.0% | 587 | +144 | 3.13% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | New | 4,605 | 111 | 0.02% | — | 589 | +4,605 | New | Q1 2026 | May 04, 2026 |
| Legacy Bridge, LLC | History | No change | 4,600 | 111 | 0.04% | 0.05% | 588 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | Added to | 4,540 | 110 | 0.02% | 0.02% | 590 | +151 | 3.44% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 4,490 | 108 | 0.01% | — | 591 | +4,490 | New | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | No change | 4,045 | 98 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,017 | 97 | 0.0% | 0.0% | 594 | +2,613 | 186.11% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | Added to | 4,003 | 97 | 0.0% | 0.0% | 593 | +141 | 3.65% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO | History | No change | 4,010 | 96 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,980 | 96 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Pacific Financial | History | New | 3,545 | 86 | 0.01% | — | 597 | +3,545 | New | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,437 | 83 | 0.0% | 0.0% | 598 | -168 | -4.66% | Q1 2026 | Apr 28, 2026 |
| STANCE CAPITAL LLC | History | New | 2,934 | 71 | 0.03% | — | 599 | +2,934 | New | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,888 | 70 | 0.0% | — | 600 | +2,887 | 288700.0% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,729 | 66 | 0.0% | 0.0% | 601 | +158 | 6.15% | Q1 2026 | May 05, 2026 |
| Costello Asset Management, INC | History | Added to | 2,687 | 65 | 0.02% | 0.02% | 602 | +7 | 0.26% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | No change | 2,600 | 64 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Added to | 2,601 | 63 | 0.0% | 0.0% | 605 | +196 | 8.15% | Q1 2026 | Apr 20, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 2,622 | 63 | 0.02% | 0.02% | 604 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,493 | 60 | 0.0% | 0.01% | 606 | -1,750 | -41.24% | Q1 2026 | May 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 2,397 | 58 | 0.04% | 0.05% | 607 | -792 | -24.84% | Q1 2026 | Apr 07, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,284 | 55 | 0.01% | 0.01% | 608 | +2 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,186 | 53 | 0.01% | 0.01% | 610 | -260 | -10.63% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | No change | 2,209 | 53 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 2,155 | 52 | 0.03% | 0.01% | 611 | +1,566 | 265.87% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,054 | 49 | 0.0% | 0.0% | 612 | +754 | 58.0% | Q1 2026 | Apr 07, 2026 |
| HM PAYSON & CO | History | New | 2,012 | 48 | 0.0% | — | 613 | +2,012 | New | Q1 2026 | Apr 13, 2026 |
| Kennebec Savings Bank | History | Added to | 1,900 | 46 | 0.04% | 0.02% | 614 | +834 | 78.24% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,847 | 44 | 0.0% | 0.01% | 615 | -10,738 | -85.32% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,676 | 40 | 0.01% | 0.01% | 616 | -431 | -20.46% | Q1 2026 | May 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 1,661 | 40 | 0.02% | 0.02% | 618 | -388 | -18.94% | Q1 2026 | Apr 24, 2026 |
| Front Row Advisors LLC | History | No change | 1,676 | 40 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 1,511 | 36 | 0.01% | 0.01% | 619 | +59 | 4.06% | Q1 2026 | Apr 20, 2026 |
| Banque Transatlantique SA | History | New | 1,400 | 33 | 0.0% | — | 623 | +1,400 | New | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 1,388 | 33 | 0.0% | — | 622 | +1,388 | New | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,375 | 33 | 0.0% | 0.0% | 620 | -741 | -35.02% | Q1 2026 | Apr 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1,400 | 33 | 0.03% | 0.03% | 621 | -200 | -12.5% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,281 | 31 | 0.0% | 0.0% | 625 | -21,644 | -94.41% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 1,308 | 31 | 0.01% | — | 626 | +1,308 | New | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 1,302 | 31 | 0.0% | 0.0% | 624 | +1,278 | 5325.0% | Q1 2026 | Apr 28, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,247 | 30 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,170 | 28 | 0.0% | 0.0% | 628 | +252 | 27.45% | Q1 2026 | May 15, 2026 |
| Dorato Capital Management | History | Added to | 1,073 | 26 | 0.02% | 0.02% | 629 | +10 | 0.94% | Q1 2026 | Apr 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,031 | 25 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | New | 1,020 | 24 | 0.0% | — | 632 | +1,020 | New | Q1 2026 | May 14, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 1,000 | 24 | 0.02% | 0.02% | 631 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Added to | 922 | 22 | 0.0% | 0.0% | 633 | +84 | 10.02% | Q1 2026 | Apr 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 868 | 21 | 0.02% | — | 635 | +868 | New | Q1 2026 | Apr 16, 2026 |
| Tower View Wealth Management LLC | History | Added to | 898 | 21 | 0.01% | 0.01% | 634 | +6 | 0.67% | Q1 2026 | Apr 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 844 | 20 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 864 | 20 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 828 | 20 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | No change | 832 | 20 | 0.01% | 0.01% | 639 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| United Community Bank | History | New | 818 | 19 | 0.01% | — | 642 | +818 | New | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | New | 813 | 19 | 0.0% | — | 641 | +813 | New | Q1 2026 | Apr 28, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 810 | 19 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trask Adam Roland | History | New | 755 | 18 | 0.02% | — | 645 | +755 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 750 | 18 | 0.0% | 0.0% | 643 | +581 | 343.79% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | No change | 780 | 18 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 689 | 16 | 0.01% | 0.01% | 647 | +12 | 1.77% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 664 | 16 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 626 | 15 | 0.0% | 0.0% | 649 | -67,300 | -99.08% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 639 | 15 | 0.0% | 0.0% | 648 | +110 | 20.79% | Q1 2026 | May 13, 2026 |
| Davis Capital Management | History | No change | 628 | 15 | 0.01% | 0.01% | 650 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 546 | 13 | 0.0% | — | 653 | +546 | New | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 537 | 13 | 0.01% | — | 654 | +537 | New | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 560 | 13 | 0.01% | 0.01% | 652 | -72 | -11.39% | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | No change | 538 | 13 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Center for Financial Planning, Inc. | History | No change | 501 | 12 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | No change | 432 | 10 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 436 | 10 | 0.01% | 0.01% | 657 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | New | 400 | 9 | 0.03% | — | 660 | +400 | New | Q1 2026 | May 12, 2026 |
| Fortis Group Advisors, LLC | History | No change | 402 | 9 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 410 | 9 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 334 | 8 | 0.0% | — | 665 | +334 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 370 | 8 | 0.0% | 0.0% | 662 | +90 | 32.14% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 361 | 8 | 0.0% | 0.0% | 661 | +2 | 0.56% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 350 | 8 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 356 | 8 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cordant, Inc. | History | Added to | 305 | 7 | 0.0% | 0.0% | 668 | +38 | 14.23% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 310 | 7 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 302 | 7 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 259 | 6 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 280 | 6 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 228 | 5 | 0.0% | — | 673 | +228 | New | Q1 2026 | Apr 29, 2026 |
| Cornerstone Planning Group LLC | History | New | 226 | 5 | 0.0% | — | 672 | +226 | New | Q1 2026 | May 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 216 | 5 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 203 | 4 | 0.0% | — | 677 | +203 | New | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 177 | 4 | 0.0% | 0.0% | 675 | +29 | 19.59% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 186 | 4 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 171 | 4 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Reduced | 138 | 3 | 0.0% | 0.0% | 680 | -285 | -67.38% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 150 | 3 | 0.0% | — | 684 | +150 | New | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | New | 139 | 3 | 0.0% | — | 683 | +139 | New | Q1 2026 | May 11, 2026 |
| Quantum Capital Management, LLC / NJ | History | No change | 156 | 3 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 144 | 3 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 157 | 3 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 158 | 3 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strive Financial Group ,LLC | History | New | 66 | 2 | 0.0% | — | 689 | +66 | New | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 87 | 2 | 0.0% | 0.0% | 688 | +1 | 1.16% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 118 | 2 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 69 | 1 | 0.0% | 0.01% | 694 | -9,306 | -99.26% | Q1 2026 | Apr 24, 2026 |
| Bernard Wealth Management Corp. | History | New | 64 | 1 | 0.0% | — | 695 | +64 | New | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 56 | 1 | 0.0% | 0.0% | 691 | -8 | -12.5% | Q1 2026 | May 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 23 | 1 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 73 | 1 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 4.37% | — | -650,187 | -100.0% | Q1 2026 | May 12, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Closed out | 0 | 0 | — | 6.83% | — | -402,053 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -305,607 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -153,561 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -128,888 | -100.0% | Q1 2026 | May 15, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 1.01% | — | -53,088 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Frontier Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -51,361 | -100.0% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -51,008 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -45,328 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,823 | -100.0% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,576 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,040 | -100.0% | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,196 | -100.0% | Q1 2026 | May 15, 2026 |
| Joule Financial, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -19,750 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -15,424 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -14,902 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,752 | -100.0% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,731 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Financial Architects, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -13,490 | -100.0% | Q1 2026 | Apr 21, 2026 |
| McBroom & Associates, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -13,296 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,011 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sonoma Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -12,581 | -100.0% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,718 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,519 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,365 | -100.0% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,393 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Investment Planning Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -9,746 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Generation Capital Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,514 | -100.0% | Q1 2026 | May 08, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -9,500 | -100.0% | Q1 2026 | May 04, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,250 | -100.0% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,922 | -100.0% | Q1 2026 | May 20, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,790 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Advocates LLC | History | Reduced | 20 | 0 | — | 0.05% | — | -8,530 | -99.77% | Q1 2026 | May 15, 2026 |
| Accelerate Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,388 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,335 | -100.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -7,844 | -100.0% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,345 | -100.0% | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -3,186 | -100.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,524 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,984 | -100.0% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,083 | -100.0% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -872 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -813 | -100.0% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -683 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -478 | -100.0% | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -464 | -100.0% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 13, 2026 |
| Vestwell Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 18, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 13, 2026 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wagner Wealth Management, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Olistico Wealth, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |